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How do I Synchronize Users Automatically via Workflows?

Synchronize users automatically via workflows in order to visualize their CRM activities in SalesScreen.

Simon Hordvik avatar
Written by Simon Hordvik
Updated today

Note: 

  • You need admin privileges in SalesScreen to carry out this approach.


Overview

The automatic synchronization of users approach means that user accounts will be created in SalesScreen when users manage sales activities in the CRM system that are eligible to be synced to SalesScreen via existing workflows.
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There are four steps that need to be in place before a user's CRM data is visualized in SalesScreen:

  1. The Automatically sync users setting needs to be enabled in the integration management dashboard, for the given integration. 

  2. One or more active workflows need to exist for the integration.

  3. A user needs to create, update or delete sales activities in the CRM system that will trigger one of the workflows, so the data is sent to SalesScreen.
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    Example - Salesforce integration

We'll show the process through an example. Let's assume our SalesScreen company is integrated with the Salesforce CRM system.


Step 1 — Enable setting

Enable Auto Sync of users from SalesForce to SalesScreen, can be done by your customer represantive in SalesScreen.


Step 2 — Active workflows

You need one or more active workflows set up in the Salesforce Integration dashboard. We dont need this to sync users, but this needs to be in place before fetching data on the users from SalesForce.


Step 3 — Manage sales activities in CRM

The Salesforce user, who needs a corresponding user account to be created in SalesScreen, needs to trigger one of the workflows. Therefore, the next time he/she signs into Salesforce and either edits and saves an existing Opportunity, or creates a new Opportunity all together, he/she will have a corresponding user account automatically created in SalesScreen.

This is because data that satisfies an active workflow is sent to SalesScreen. SalesScreen will notice that the user, responsible for this data (e.g., the Owner), does not have an account in SalesScreen. An account will therefore be created - automatically. This user account then corresponds to the user account in Salesforce. All future data that satisfies a workflow will then be visualized in SalesScreen for said user account - as long as the user has been placed on a Team, shown in the next step.


From now on, when the user creates/updates/deletes an object instance (e.g., an Opportunity, an Event etc.) in Salesforce, the information and/or changes will be visualized on SalesScreen, in the matter of seconds - provided that you have one or more active workflows with said objects.

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